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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-15 |
| MA | RA | APPROVED | 2010-03-29 |
Branch Locations
200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States
1410 Providence Hwy, Norwood, MA 02062 • United States
Norwood, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Fincancial Llc | Waltham | MA | 05/2004 | Present |
| Bay Financial Advisors, Inc. | Waltham | MA | 03/2012 | Present |
(1) 05/12/2004: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - SELLING FIXED ANNUITIES, HEALTH, DISABILITY, LONG TERM CARE, GROUP, FIXED LIFE INSURANCE (2) 05/12/2004: BAY FINANCIAL ASSOCIATES, LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-13 |
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